At a Glance
- Tasks: Conduct in-depth investment trust research and deliver actionable insights for clients.
- Company: Join Marex Group, a leading global financial services platform with a collaborative culture.
- Benefits: Competitive salary, career growth opportunities, and a dynamic work environment.
- Other info: Be part of a diverse team with over 2,300 employees across the globe.
- Why this job: Make a real impact in the investment trust sector with a top-tier team.
- Qualifications: Experience in investment trusts, strong analytical skills, and excellent communication abilities.
The predicted salary is between 90000 - 110000 £ per year.
About Marex
Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets. The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions. It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges. The group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 40 offices worldwide, the group has over 2,300 employees across Europe, Asia and the Americas.
Role Summary
Sitting within the Winterflood Investment Trust Research team, the role holder will conduct in-depth investment trust research and analysis to deliver actionable insights for clients and stakeholders, while supporting development of the team's strategy, maintaining key client relationships, and contributing to business growth and corporate opportunities. This is an exciting opportunity for an individual with considerable experience of the sector to continue their career at an established firm with one of the largest dedicated investment trust teams in the industry, offering market making, sales, research and corporate services.
Responsibilities
- Attend meetings with investment trust managers and conduct independent analysis to produce research notes on investment trusts for clients.
- Summarise daily sector news flow, providing analysis and views where relevant, for our client Daily Briefing email and internal stakeholders.
- Represent Winterflood Research at conferences and in media appearances.
- Assist the Head of Investment Trust Research in development of research strategy.
- Maintain and update data systems where necessary.
- Build and maintain client relationships, and promote Marex product and service offerings where appropriate.
Competencies, Skills And Experience
Competencies
- Excellent verbal written and communication skills.
- A collaborative team player, that is approachable, self-efficient and influences a positive work environment.
- Demonstrates curiosity.
- Resilient in a challenging, fast-paced environment.
- Ability to take a high level of responsibility in a fast pace and high-volume environment.
- Ability to make data and research informed decisions.
- Excels at building relationships, networking and influencing others.
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness.
Skills and Experience
- Substantial experience working in and knowledge of the investment trust product area, ideally within PE and/or Debt sectors.
- Proactive mindset in keeping up to date with market developments and incorporating into role efficiently.
- Analytical skills, identifying opportunities and risks in a decisive manner.
- Comprehensive knowledge of the financial service markets and relevant regulatory requirements.
- Experience of undertaking comprehensive investment trust analysis and producing written research reports for clients.
- Experience of the infrastructural support required to efficiently support investment trust business lines.
- Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.
Investment Trust Research Analyst (Director) employer: Marex
Marex is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to take ownership of their roles and contribute to meaningful projects. Located in a dynamic environment, Marex offers competitive benefits, continuous professional development opportunities, and a commitment to compliance and operational excellence, making it an ideal place for those looking to grow their careers in the tech industry.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Trust Research Analyst (Director)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Marex. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Trust Research Analyst (Director)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Marex.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Marex's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Marex
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Marex.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Marex will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Marex employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
